2016 Speaker and Breakout Sessions

Panels, presentations and workshops are configured differently to deliver ideas and tools with short and long-term application and impact. However, all are interactive.

Panels allow 1/3 of the time for panelists to present their ideas, 1/3 of the time for open discussion and debate across the room, and 1/3 of the time to create a shared vision to present to the world with specific actionable ideas to report.

Presentations by experts to share knowledge and tools to help CEOs. Slides and take-aways are shared with the community.

Workshops are facilitated sessions in which CEOs and experts in the room help each other strengthen knowledge and skills. Learnings and ideas are shared with the community via notes, slides, and take-aways.

Panels

Cyber-Security and Protecting Your Trade Secrets

On the one hand, you can’t protect all your trade secrets and can’t protect your network from any attack. On the other hand, there are some things that you can and should do to lessen the risks and mitigate the damage done by the loss of trade secrets, data or systems.

Dimensions to be addressed include:
  • The ever-evolving hacker environment
  • Core principles of cyber-security
  • Specific actions you can take

Russell Beck - Founding Partner, Beck Reed Riden LLP

Russell BeckRussell Beck is a business and intellectual property litigator, nationally recognized for his trade secrets and noncompete experience.

Russell has twenty-five years of experience as a complex business and intellectual property litigator, representing corporate and individual clients throughout the country in federal and state trial and appellate courts, arbitrations, and mediations.

Russell is a leading authority on the law of trade secrets and noncompetes. In addition to his many years of experience advising on and litigating trade secrets and noncompete matters around the country, he authored the book, Negotiating, Drafting, and Enforcing Noncompetition Agreements and Related Restrictive Covenants (4th ed., MCLE, Inc. 2010) (covering Massachusetts noncompete law); authored the chapters Trade Secret Misappropriation and Noncompetition Agreements for Intellectual Property Practice (MCLE, Inc. 2004-2011) (covering trade secrets law nationally and Massachusetts noncompete law); drafted the current bill pending before the Massachusetts Legislature to modify Massachusetts noncompete law; founded and chaired Foley & Lardner LLP’s Trade Secret / Noncompete Practice; and created and teaches Trade Secrets and Restrictive Covenants at Boston University School of Law. (Boston University’s Intellectual Property program, of which Russell’s course is a part, has been ranked in the top 10 in the country by U.S. News and World Reports.)

Russell is also frequently called upon to advise clients concerning the prevention and minimization of litigation risks both in Massachusetts and nationally. Such services include the preparation of noncompetition agreements, nondisclosure agreements, no-raid agreements, nonsolicitation agreements, and other restrictive covenants; the performance of trade secret audits and establishment of comprehensive trade secret protection programs; trade secrets training; preparation of alternative dispute resolution agreements; and advice concerning the on-boarding and off-boarding of employees subject to restrictive covenants, joining a client from a competitor, or leaving a client to join a competitor.

In addition to his national trade secrets and noncompete litigation practice, Russell’s practice concentrates on complex business litigation, including high-tech matters, copyright infringement matters, trademark disputes, unfair competition claims, business-to-business matters, breach of contract claims, land use cases, and health care payor/provider disputes.

Charles P. Kelly - Special Agent, Counterintelligence Strategic Partnership Coordinator, FBI-Philadelphia Division

  • 28 years of law enforcement experience
  • Philadelphia Police Detective prior to entry into the FBI
  • 19 years as a FBI Special Agent
  • Previous FBI assignments to the Violent Fugitive Task Force, White Collar Crime, and Criminal Intelligence investigative squads. Currently assigned to the Philadelphia FBI’s Global Counterintelligence Squad.


Victoria A. Cundiff - Litigation Partner, Paul Hastings, LLP

Victoria CundiffVictoria A. Cundiff is a litigation partner at Paul Hastings, LLP resident in New York where she is a leader of the Firm’s nationally ranked trade secrets litigation practice. She works with clients in a wide variety of industries to protect and obtain value from their intellectual property. She has litigated trade secrets, intellectual property ownership, copyright, licensing, patent and other intellectual property and commercial disputes in state and Federal courts throughout the United States and before a variety of arbitration and mediation tribunals. As important to her practice is the out of court work she does to help clients avoid disputes and establish protocols for protecting trade secrets and approaches to conducting lawful competitive intelligence. Ms. Cundiff’s articles on intellectual property issues have appeared in publications including the Santa Clara Computer and High Technology Law Journal; IDEA ®: The Intellectual Property Law Review; The New York Business Law Journal; The Computer Lawyer; The New York Law Journal; The Employee Relations Law Journal and a variety of course handbooks published by the Practising Law Institute. She has been quoted on best practices in a variety of legal and industry publications and has served as an instructor in programs sponsored by the USPTO on trade secrets law for, among others, representatives of a variety of US trading partners. She has contributed to amicus curiae briefs filed in the United States Supreme Court on copyright and intellectual property licensing issues.

Ms. Cundiff is a Visiting Lecturer in Law at Yale Law School, teaching intellectual property law and will be teaching a course on trade secrets law at the University of Pennsylvania Law School in 2017.

Ms. Cundiff is a Member of the American Law Institute, serving as an Adviser on the Restatement, Third, Conflict of Laws. She is a member of the Executive Committee of the New York State Bar Association’s 2000 member Intellectual Property Section and is the past Chair of that section. She is a member of the American Intellectual Property Law Association and its Trade Secrets Committee. She was an invited civilian guest at the U.S. Army War College National Security Seminar. She has completed the CPR Institute’s Mediator Training Program. She is a fellow of the New York and American Bar Foundations and has been recognized in The Best Lawyers in America; Chambers; Legal 500 (Leading Lawyer, Trade Secrets, Nationally); and New York Super Lawyers (which has frequently named her one of the New York Metro Area’s top 50 women attorneys), among other directories. Ms. Cundiff received her B.A. degree from the University of Denver, where she was a Boettcher Foundation Scholar, and her J.D. degree from Yale Law School.

She is admitted to practice in New York, Colorado, the District of Columbia, various Federal District and Circuit courts and the United States Supreme Court. She is on the advisory board of the Yale Law School Center for the Study of Corporate Law. She was a founding member of the Print Club of the City of New York and serves as the Chair of the United States Senate Youth Program Alumni Association Scholarship Committee and is a member of the board of the York Theatre Company in New York, which is dedicated to providing support for musical theatre.


Dealing with Big Data to Build Competitive Advantage

The information revolution is all about data. Examples of companies that have leveraged data to transform entire industries abound. Indeed, we are rapidly coming to the point where the only truly sustainable competitive advantages in any industry are going to be culture and data. Explore the best ways to collect, analyze and action data.

Mike Sharun - Country Manager, Canada, EMC Corporation of Canada

Paul Decker - President, Chief Executive Officer, Mathematica Policy Research

Paul Decker has led Mathematica Policy Research since 2007, expanding and diversifying the company’s operations and strengthening its commitment to improving public well-being by developing rigorous, objective research to help policymakers make informed decisions.

A nationally recognized education and labor researcher, Decker is a leading figure in policy research who writes and speaks on trends in the field, including the emergence of Big Data and its impact on public program evaluation and management.

Decker joined Mathematica in 1988 and has devoted his career to the company. Since he assumed the role of president and CEO, Mathematica has grown to include seven locations nationwide and more than 1,200 employees. Under his leadership, the company has:

  • Created a Data Analytics Division to enhance Mathematica’s ability to inform policy and program development decisions through sophisticated data management, data analytics, data mining, and predictive models.
  • Launched an International Research Division to provide high-quality and objective research-based information to funders and policymakers tackling today’s most pressing policy problems in countries throughout Africa, Asia, the Caribbean, Europe, and Latin America.
  • Created four dedicated research centers—the Center for Improving Research Evidence, the Center for Studying Disability Policy, the Center on Health Care Effectiveness, and the Center for International Policy Research and Evaluation.
  • Diversified its work to include policy issues related to climate change, child welfare, housing, veterans affairs, and health care comparative effectiveness in the United States, as well as a wide array of strategies to alleviate poverty in developing countries.
  • Expanded Mathematica’s scope of work to include new perspectives, including a focus on using behavioral insights to design better programs, and new methodological strategies, such as applying Bayesian statistical methods to social program evaluations.
  • Expanded its international work, including formative research, situation assessments, policy analysis, and program evaluations in countries throughout Africa, Asia, the Caribbean, Europe, and Latin America.

Decker is a past president of the Association for Public Policy Analysis and Management and has served on the professional association’s Strategic Planning Committee and Policy Council. He has testified before Congress, served as an expert adviser to both the U.S. and Canadian governments, and published widely in peer-reviewed journals.

Decker is one of the nation’s top experts on employment and training programs targeted to dislocated workers and other unemployed individuals. He has directed several evaluations of policy demonstrations as well as studies of ongoing programs such as the Trade Adjustment Assistance program, the Workforce Investment Act programs, Individual Training Accounts, and programs and interventions related to the Unemployment Insurance system.

In the education field, Decker is widely known for directing Mathematica’s evaluation of the Teach For America (TFA) program, which assessed the impact of TFA teachers on student learning. He also oversaw a national study of the efficacy of different teacher preparation methods in contributing to students’ academic achievement. In addition, he has conducted studies of the link between education and worker productivity.

Decker serves as chair of development on the board of advisers of the Thomas Jefferson Public Policy Program at the College of William and Mary, his undergraduate alma mater. He holds a Ph.D. in economics from the Johns Hopkins University.



Diversity: A Key to Mid-Market Growth

How to leverage Diversity to maximize growth?

Dimensions to be addressed include:
  • Mid-Market Partnerships with smaller minority owned businesses to target government contracts
  • Diversity and inclusion programs for Mid-Market Companies
  • Role of diversity metrics for business success, and best practices in D&I metrics
  • Resources available through CEO Connection partnership with the US Minority Business Development Agency
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world


Van Freeman - Senior Advisor to the National Director, U.S. Department of Commerce, Minority Business Development Agency

Van FreemanIn 2013, President Obama appointed Van Freeman to serve as a Deputy Director in the Office of the Secretary at U.S. Department of Commerce, before transitioning in to his new role with the Minority Business Development Agency (MBDA). Currently, he serves as the Senior Advisor to the National Director at MBDA, where he assists senior management with Agency operation; handle issues regarding access to capital, access to markets, and innovation through the 44 business centers across the country; along with managing strategic partnerships and spearheading Congressional and local outreach.

Van started his career as a Manufacturing Engineer for General Motors (GM) in Spring Hill, TN, eventually being promoted to Production Supervisor at GM’s parts distribution center in Pontiac, MI. Pushing himself in another direction, Van left GM to join UBS Investment Bank in London, UK, as a Business Analyst in the Office of the Global General Counsel. He subsequently joined the President Obama’s Campaign in Cleveland, OH, for the 2008 and 2012 election cycles.

Van holds a Bachelor’s of Science in Mathematics from Morehouse College in Atlanta, GA, and Juris Doctorate from Southern University Law Center in Baton Rouge, LA. He currently resides in Washington, DC.


Maria G. Arias - Vice President, Diversity & Inclusion, Comcast Corporation

Maria G. AriasMaria G. Arias is the Vice President of Diversity and Inclusion for Comcast Corporation. Ms. Arias leads the implementation of diversity and inclusion initiatives across corporate governance, workforce, supplier diversity, programming, and community investment, and is one of the company’s highest ranking Latina leaders.

Prior to her current role, Ms. Arias served as Vice President of Operations for Comcast Cable’s Southern Colorado systems, where she led technical operations and alternative sales channels. Prior to that, she was the Vice President of Operations for Comcast’s West Division, Interim Vice President of Technical Operations for the West Division, and Interim General Manager for Comcast’s Colorado Mountain Area and Tucson, Arizona cable systems.

Before joining Comcast in 2007, Ms. Arias had several roles in law and government affairs at AT&T Corporation, AT&T Broadband, and Adelphia Communications. Ms. Arias also was an income partner with McDermott, Will & Emery, in Chicago, IL.

Ms. Arias currently serves on the Board of Directors for the Philadelphia Freedom Valley YMCA and Congreso de Latinos Unidos. She holds a Juris Doctor from Northwestern University School of Law.

Ms. Arias lives in Philadelphia and is married to Thomas C. Pelto. Together they have five children.


Nolan Atkinson - Chief Diversity & Inclusion Officer, Office of Philadelphia Mayor James F. Kenney



Education to Create Tomorrow’s Workforce

How can the education system evolve to create the right workforce?

Dimensions to be addressed include:

  • The committee will discuss its work to create the CEO Connection Mid-Market College Internship Program
  • The mid-market as “customers” of higher education
  • MOOC’s and education access
  • Government policy and the financing of higher education
  • Worker training/retraining for emerging industries
  • Proactive corporate involvement in the evolution of education
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world

Barbara Hewitt - Senior Associate Director, Career Services, University of Pennsylvania

Barbara_Hewitt
Barbara joined the Career Services office at the University of Pennsylvania in 1998 as a career counselor working with students in the College of Arts and Sciences. In 2000, she was promoted to the position of Senior Associate Director working with Wharton undergraduate students and alumni. Barbara enjoys helping current undergraduate students explore career paths and pursue internship and post-graduate jobs, as well as her work with alumni seeking new opportunities. In addition to working with students, she also supervises the on-campus recruiting program at Penn. Prior to joining the Penn Career Services team, Barbara worked for two years in career services at the College of Wooster and for five years in career services at Dickinson College. She holds a Bachelor of Arts in Psychology and Spanish from Dickinson College, an MS in Counseling from Shippensburg University, and an Ed.D. in Higher Education Management from the University of Pennsylvania.

Dr. Andrea Bastiani-Archibald - Chief Girl Expert, Girl Scouts of the USA

Andrea Bastiani Archibald
Andrea Bastiani Archibald, Ph.D. is the Chief Girl & Parent Expert at Girls Scouts of the USA (GSUSA) where she develops and supports the implementation of national strategic initiatives to effectively serve girls and their families. In this capacity, she oversees content development for National Program offerings; serves as a liaison to the Girl Scout Research Institute contributing to both original research and program evaluation; and to the Girl Scout Public Policy and Advocacy Office in Washington, DC, working to support girls’ issues through national legislation.

A developmental psychologist, much of Dr. Bastiani Archibald’s research has focused on the transition from childhood to adolescence for girls. Additionally, she has created health programs for adolescent girls and boys in the New York metro area. Her research and programs have been published in numerous academic volumes and peer-reviewed journals in the fields of child and adolescent development, including The Journal of Research on Adolescence and the International Journal of Eating Disorders. She has also authored several national program pieces and training materials for Girl Scouts of the USA. Dr. Bastiani Archibald has extensive experience speaking on television, radio and in person, nationally and locally. She speaks as an authority on child and adolescent development, parenting, and girls’ and women’s issues.

Dr. Bastiani Archibald received her doctoral and postdoctoral training at the National Center for Children and Families, Columbia University where she lead The Girls’ Health and Development Project, a 4-Year longitudinal study of the transition to adolescence for girls. During this time, she was also recipient of Mellon Fellowship at the Western Psychiatric Institute and Clinic/University of Pittsburgh Medical Center where she engaged in research and program development for girls and women with eating disorders. Prior to joining GSUSA, Dr. Bastiani Archibald was the Assistant Professor of Psychology at Concordia College.

Dr. Bastiani Archibald lives in Westchester County, New York with her husband and two teenage sons. An active leader in her community, she has served on the board of directors for The Counseling Center Bronxville, as Vice President of the Chapel School Parent Teacher Organization, an executive board member of the Junior League of Pelham, and currently as Chairwoman of the board of directors for the Pelham Art Center.

Jon Whitmore - Former CEO, ACT

Jon Whitmore assumed the role of Chief Executive Officer of ACT on September 1, 2010. ACT’s services include a broad range of assessments encompassing all levels of the educational continuum and a growing array of assessment systems supportive of economic and workforce development worldwide. Currently engaged in an extensive developmental agenda that is expanding its work in the U.S. and extending its mission abroad, ACT serves millions of people in high schools, colleges, professional associations, businesses, and government agencies.

Before joining ACT, Whitmore served as the 27th president of San José State University from August 2008 to August 2010. With an enrollment of over 30,000 students, San José State is Silicon Valley’s largest university and has delivered quality higher education to the Bay Area for more than 150 years. Prior to that, he served for five years as president of Texas Tech University, where he led successful initiatives to increase academic excellence, raise student retention and graduation rates, and expand the numbers of minority students and faculty at the campus. He served as provost and professor of theatre arts at the University of Iowa, from 1996 until 2003. That position followed six years as dean of the College of Fine Arts at the University of Texas at Austin.Whitmore earned his B.A. and M.A. in Speech from Washington State University in 1967 and 1968, respectively. In 1974 he earned the Ph.D. in Dramatic Arts from the University of California, Santa Barbara. His doctoral dissertation focused on the dramatic writings of William Saroyan.


Emerging Markets

The definition of emerging markets is changing. Certainly some countries are emerging. But so are some geographic, demographic and socio-economic groups within countries. Panelists will share their thinking on identifying and accessing appropriate emerging markets.

Dimensions to be addressed include:

  • The committee will discuss its turn key program to help mid-market companies access emerging markets and its beta tests in Mexico and Indonesia
  • Knowledge-sharing for greater efficiency in accessing emerging markets
  • Opportunities for governmental involvement to enhance access
  • Alternate channels and access strategies
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world

Udi Chattopadhyay - COO, Four Rivers (an Ergo company)

Michael McGuireUdi Chattopadhyay is Chief Operating Officer and co-founder of Four Rivers, an investment firm launched by Ergo in 2013 focused on South East Asia.

He oversees business operations on a day-to-day basis, including legal, human resources, marketing, capital raising, and social and corporate governance. Prior to his current role, he was Head of Business Development for Ergo, the leading emerging markets focused business intelligence and advisory firm.

Udi has extensive experience across emerging markets, having worked in Africa, the Indian subcontinent, China and South East Asia on market entry strategy, salesforce effectiveness, due diligence, talent management, public-private partnerships and government lobbying.

His previous experience includes strategy consulting at McKinsey & Company and KPMG, where his clients covered a range of industries including telecom, media, pharmaceuticals, consumer goods and government. He has worked closely with local and federal government and with global organizations while leading business development initiatives at the American Museum of Natural History and the Times Square Alliance. Udi serves on the Board of Oxford Valuation Partners, a leading provider of independent advisory and valuation services across the US and globally.

Udi has a BA in Economics from Cambridge University, and an MBA from the Wharton School of Business at the University of Pennsylvania where he was a Thouron Fellow. He is fluent in French, Bengali and Hindi.

Jose A. Llontop - President & CEO, Giant Cement Holding Inc.

Jose_LlontopJose A. Llontop is currently the President and CEO of Giant Cement Holding Inc. (GCHI) a $250 million/yr. in sales and 600 employees Cement Company with headquarters in Alexandria, VA. GCHI assets include three cement plants located in South Carolina, Pennsylvania and Maine, and four hazardous waste fuel-recycling facilities.

He is a Peruvian-American Executive with extensive experience in turning around underperforming businesses primarily in the cement and building materials industry. Prior to joining GCHI, he occupied senior level positions at CEMEX, a Global Building Materials Company, most notably as the Regional President of a $1 billion/yr. in sales businesses in a Cluster of Countries in Central Eastern Europe, and as President of the Company’s Egyptian operations. Prior to that he worked 13 years for Ingersoll Rand Company‘s Air Compressor Division, primarily in the USA, and later as Managing Director for the company’s Mexican operations.

His efforts to brand cement while using sophisticated marketing tools to develop market insights and shape strategy in the cement industry, caught the attention of academia resulting on the publication of a Harvard Business case study (“CEMEX: Rewarding the Egyptian Retailers”, HBS, March 22, 2006)

He has lived in ten (10) countries and worked with people from different cultures and backgrounds. He has a BSME from the University of Virginia, an MBA from Rice University and trained in the General Manager Program at the Harvard Business School. He speaks English and Spanish fluently, and has a basic knowledge of Arabic, French and Portuguese.

Jose was a First Team Soccer All American in Junior College and studied Engineering at UVA on a full Soccer Scholarship. His passion for soccer continues to this day. He also likes to read and experience great food from different parts of the world.

He is married and has three daughters. He currently lives in Alexandria, VA.

Antwaun Griffin - Deputy Assistant Secretary for U.S. Operation; Global Markets; U.S. Department of Commerce; International Trade Administration

Antwaun Griffin was appointed by President Obama to serve as Deputy Assistant Secretary for U.S. Operations at the International Trade Administration (ITA) in May 2012.

In this role, he oversees the day-to-day operations of the U.S. Commercial Service’s network of 108 U.S. Export Assistance Centers whose trade specialists work closely with U.S. Embassies and Consulates worldwide to help American businesses develop or fine-tune their global growth strategies. Through this work, Antwaun and his organization helps to facilitate billions of dollars in export sales annually through trade counseling, international business matchmaking, market intelligence and commercial diplomacy.

In addition, Antwaun plays a key role in shaping the Obama Administration’s trade promotion and economic policy; helping U.S. businesses increase exports, expand into new markets and compete globally. He collaborated in the design and lead of all U.S. government-wide efforts to implement the President’s National Export Initiative (NEI), leading to over $700 billion in increased exports since its launch in 2010. In this capacity, he plans and conducts strategic outreach to public and private sector organizations and stakeholders nationwide, enhancing awareness of exporting and inward investment as economic development tools.

Prior to joining the ITA, he served as Senior Advisor at the U.S. Small Business Administration (SBA) from 2009 through 2011. In this position, he helped implement the American Recovery and Reinvestment Act; ensuring that policies, guidelines and operating procedures of SBA’s 114 district offices were aligned with the Obama Administration’s vision for helping small and medium-sized enterprises weather the “great recession.” This was accomplished through increased access to capital, government contracts and entrepreneurial education for U.S. – based small businesses.

Antwaun has a strong understanding of the interagency, legislative and intergovernmental processes; and routinely counsels businesses, state and local officials and economic development organizations on federal economic development programs. He developed his political, management, and strategic acumen over a decade of experience in politics and field operational management; serving as a senior staffer or campaign manager on numerous statewide and national issue-based or political campaigns.

Antwaun is a native of Richmond, Virginia and graduated from the University of Virginia where he was an Echols Scholar.



Healthcare and the Mid-Market

How can we keep our people healthy without breaking the bank?

Dimensions to be addressed include:

  • The committee will discuss what it is doing to help mid-market companies by bundling them together to create a more cost-effective health insurance program
  • The ACA and mid-market companies’ benefit strategies
  • Spousal coverage
  • Preventative care initiatives
  • Wellness programs/Promoting work-life balance
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world

Chris Calvert - SVP, Sibson Consulting

Chris Calvert is a Senior Vice President and Sibson’s Health Practice Leader. Chris has been with the firm for 15 years, during which time he has led complex assignments for numerous companies in all aspects of health and welfare benefits, including assisting multiple mid-size companies in designing their health strategies in order to manage through the Affordable Care Act and other industry changes. He develops staff and intellectual capital so that the health practice sustains year-over-year growth. Prior to Sibson, Chris worked for a major Pharmacy Benefits Manager, one of the nation’s largest health insurers, and a world-class Academic Medical Center. Chris has a BS in Economic from Cornell University, and an MBA from Baruch College/Mount Sinai Medical Center.

Michael Devine - Director of Benefits Consulting, M.F. Irvine Corporate Solutions

Mike Devine has been a Health and Welfare Consultant with M.F. Irvine since May of 2009. Mike came to M.F. Irvine with over 5 years of industry experience in underwriting, consulting, and account management. Mike’s experience includes 3 years as a Chief Underwriter on Liberty Mutual’s National Accounts team where he worked exclusively on groups of 10,000+ lives. In this role Mike gained valuable experience evaluating merger and acquisition activity for both current and prospective customers, specifically on cost effective strategies for assimilating the disparate benefit offerings of the various entities involved. Following his time with Liberty Mutual, Mike spent 2 years as a benefits consultant and account manager for a large benefit advisory group in King of Prussia, PA. In each of his prior roles, Mike gained valuable experience working on complex national accounts of up to 55,000 employees. Mike brings a strong analytical background as well as outstanding account management experience and exceptional customer service skills. Mike is a graduate of Boston College where he majored in Finance.

Doug Robinson - President of Global Rescue Direct, a wholly-owned subsidiary of Global Rescue LLC

Mr. Robinson is a results oriented executive driven by strong financial and operational experience. He has a proven track record in both large and small organizations, public and private with progressive responsibility in building organizations. He has successfully built senior management teams and reshaped Board of Directors groups that drive shareholder value.

Mr. Robinson has held executive-level positions with such organizations as LifeVantage Corporation, WorkWell Systems, Inc., United Health Group, Deloitte Consulting, LLP, SynHRgy HR Solutions, Inc., and PricewaterhouseCoopers, LLC. He has served in various advisory capacities with many large organizations as well as director positions with various Boards.

Mr. Robinson received a B.A. in Marketing, Public Relations and Speech Communications from Gonzaga University where he continues to guest lecture on health care economics to its graduate and undergraduate schools. Mr. Robinson has been married to his wife, Mary, for 15 years and they are the parents of a blended family of six children, and now have four grandchildren.


Innovation: The Mid-Market Key to Success

How can mid-market companies best manage at the intersection of innovation and scale?

Dimensions to be addressed include:

  • Expansion of CEO Connection Mid-Market Angel Investor Network
  • Mid-market venture capital
  • Revolutionary innovation
  • Evolutionary innovation
  • Scaling innovation without choking it off

Michael Poisel - Director, PCI Ventures, Penn Center for Innovation, University of Pennsylvania

Since joining the University of Pennsylvania in 2009, Michael has been building entrepreneurial programs for the university. He currently manages PCI Ventures, which includes UPstart, AppitUP, and UPadvisors.

The mission of UPSTART is to provide Penn faculty and staff with the means and support to launch businesses based on their promising research. Through the creation of the companies, UPSTART focuses the faculty member on applied research and building the commercial value of the technology to their benefit as well as the university and society in general. After the company is formed, UPSTART continues to assist in the development of the business by providing several additional entrepreneurial services including Addressable Market Analysis, Product Strategy Development, Fund Raising Assistance, Commercialization Grant Preparation and Management Team Recruitment.

In the past four years, UPSTART has initiated over 100 company projects of which many are now operating businesses.

Prior to Penn, Michael made investments in enterprise software and business services for NewSpring Capital, Apax Partners and GE Capital spanning more than ten years in private equity. He began his career in manufacturing operations for General Electric/Lockheed Martin and participated in the successful completion of several commercial and government satellite programs.

Michael graduated with honors in Mechanical Engineering from Rose-Hulman Institute of Technology, holds an M.S. in Systems Engineering from The Moore School of Engineering of the University of Pennsylvania, and has an M.B.A. in finance and entrepreneurial management from The Wharton School of Business of the University of Pennsylvania.

Ron Totaro - General Manager, Global Financial Services, Pitney Bowes Inc.

Ron is recognized by industry leaders, analysts and investors for leading company transformations, driving innovation and creating scalable P&L growth and shareholder value. He has led $3 Billion of global P&Ls in financial technology and cloud-enabled business services including payments, big data & analytics, ecommerce and transaction platforms focusing on building value propositions for a diverse set of B2C, SMB and enterprise customers.

Ron joined Pitney Bowes in 2013 as General Manager, Global Financial Services, and leads the largest corporate P&L and digital transformation initiatives for SMB lending, ecommerce payments and the Pitney Bowes Bank.

Prior, Ron served as CEO of Partsearch Technologies, the leading ecommerce and data platform providing customer access to over 10 Million consumer electronics parts and accessories. Ron repositioned the company strategy and grew Partstore.com into a leading B2C ecommerce platform when the company was sold to a strategic buyer.

Ron also served as COO of ACI Worldwide, the leader in payments software and cloud-based solutions for financial institutions and led the company P&L and all operating units.
Ron’s experience also includes global P&L leadership roles at Fair Isaac, GE Capital, America Online and American Express, where he led strategy development, M&A, sales, product and operations for numerous businesses.

Ron holds an MBA from the Ross School of Business at the University of Michigan and a B.S. in Business Administration from SUNY Albany where he graduated Magna Cum Laude.

William Haddad - Partner, Cooley LLP

Bill is a leading capital markets and M&A practitioner in New York. He has worked on a full range of securities offerings, and transactions, with a particular focus on international listings, and mergers and acquisitions in the United States, China, Europe, Australia, Eastern Europe, Israel and Ireland.Generally, Bill represents numerous privately held and publicly traded companies, investment banks, financial institutions and private equity sponsors and venture capital firms, with a strong emphasis on global companies. On their behalf, he provides representation in general corporate matters, corporate finance and acquisitions.Additionally, his corporate finance practice includes extensive experience with both private and public offerings. He has been involved in more than 100 capital markets transactions, providing a unique familiarity and strength in the area of initial and follow-on public offerings, special purpose acquisition companies, shelf-takedowns, registered directs, PIPEs, at-the- market offerings (ATMs), mergers of public and private companies, going-private transactions, private equity and venture capital formation and investments, 144A debt offerings of public and private companies and rights offerings.

Prior to practicing law, Bill worked for Moody’s Investor Services, the United States Bankruptcy Court and as a certified public accountant for Ernst & Young LLP.



Not For Women Only

How can mid-market companies help increase the number of women in senior executive and board level positions?

Dimensions to be addressed include:

  • The committee will discuss the programs it is creating to help mid-market companies include more women in senior management
  • Update on CEO Connection partnership with the Girl Scouts of America to encourage girls to grow leadership
  • Opportunities for both individual mid-market companies and the mid-market at large to increase the number of women in mid-market C-suites and on boards
  • Programs to prepare women for leadership roles in mid-market companies
  • Resources that help enhance the role of women in their organization
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world

Kathryn Ritchie - Founder and CEO, KRStrategy (KRS)

Kathryn RitchieKathryn Ritchie, founder and CEO of international strategy execution firm KRStrategy (KRS), has ensured that KRS is synonymous with trust and results since its inception in 1995. She is a world‐renowned advisor on strategy clarification and execution alignment, known for developing the proprietary and effective Ignition method. She has worked across industries and the globe, including Australia, Asia, Europe and North America, helping companies unleash their performance potential, channel it into a clear business strategy, and ensure successful execution of that strategy.

Kathryn’s passion for strategy execution is rooted in her operations experience. She began her career in the trenches of the health care industry, running the speech pathology department of a large regional hospital and later a rehabilitation center. During this period, she gained interest in the relationship between business performance and an organization’s untapped capacity within its individuals and teams. This fascination deepened as Kathryn went on to work in several management roles at international investment bank Macquarie Group. There she had the first opportunity to combine her operational skills and strategic abilities, leading and implementing strategy and change initiatives, both cultural and structural, to drive business outcomes. Kathryn also supported Macquarie Bank’s then Wholesale Funds Management Division to conduct analysis, strategy and organizational effectiveness work as part of the front ‐end consulting team offering to organizations that needed to transact and place investments.

Kathryn then took her strategy skills to a niche‐consulting firm, Corporate Vision, where she worked with clients to drive successful organizational change and develop constructive cultures. At this firm, she also oversaw the account management team, and negotiated major, international partnerships.

EDUCATION
Kathryn has an MBA from the Australian Graduate School of Management and an applied science bachelor’s degree in speech pathology.

OTHER ROLES AND INTERESTS
Kathryn has held board roles at several not‐for‐profits and spent 9 years as a Sydney University fellow. She actively supports the arts and sustainability initiatives, and also achieved ski instructor qualifications with the hope of staying within sight of her alpine‐ski‐racing daughters.

Elizabeth Aris - Co-Founder and CEO, MOSH

Elizabeth ArisA senior executive with experience as a General Manager and Chief Marketing / Sales / Strategy Officer for Global Fortune 500 firms with experience in telco / mobiles, media, technology, retail banking and health tech, in Asia, Australia and the US.

CEO and Co-Founder of MOSH., a new digital platform that drives direct engagement between customers and the Brands, Artists and Causes they are passionate about, creates monetization options for Brands, Artists and Causes and a big data play across multiple organizations.

Core team member of TruCoTech, chaired by Mr. Sol Trujillo, working on a number of transformational telecoms and media opportunities around the world.

Previously roles / responsibilities include:

  • APAC CMO and VP Marketing, Sales, Strategy, Regulatory for Alcatel-Lucent (Global Fortune 500 French / American telecommunications technology company) covering 20 countries based out of Shanghai.
  • SVP of Small Business and Large Corporate Customers for Telstra (Global Fortune 500 major telco, pay TV, internet and media company in Australia, market cap $60B USD), responsible for all aspects of the Go to Market, delivered revenue growth at 3 times the company average consistently. Telstra was undergoing an intense transformation to a world class media comms business which created unprecedent opportunities in Mobiles and global best practice performance amongst all major telecoms providers over two years.
  • Also responsible for launching a mobile applications portfolio, negotiating and leading company wide strategic partnerships to fuel marketing and technology innovation with major corporations including Amex, and creating a Health Industry Technology portfolio.
  • SVP Corporate Strategy function for the Group
  • Member of Telstra Diversity Council and representative to various external organizations.
  • Advisor to Microsoft Australia, facilitating the executive leadership team through a transformation process to understand and adopt a customer centric business model, supporting the Small Business leader to significantly improve the performance of the business unit, launching Microsoft Financing in Australia, and creating a joint venture between MS, Visa and National Australia Bank globally to launch a micro-payment solution.
  • Westpac Bank (Top 20 bank globally), leading Retail Distribution function, accountable for designing and implementing a major change program over two years, to transform the Branch network and other retail channels including Call Centers, ATM’s, POS, Online, Direct sales, including capex of $150M, reducing staffing levels by 2200, closing 300 branches and reinvesting in another 700.
  • Westpac Bank, head of Consumer Marketing and Product Management.

Barbara Roberts - Entrepreneur in Residence, Columbia Business School Chair, Tiger 21

Ganesh Ayyar - CEO and Executive Director, Mphasis

Ganesh AyeerMr. Ayyar, a distinguished leader in the IT services industry, joined Mphasis as its CEO and Executive Director in January 2009.

He has been instrumental in leading Mphasis to the Billion Dollar Revenue Club. Mphasis was recognized by Outlook Money as the ‘Best Value Creator’ among Large Caps that year.

In June 2013, Ayyar was recognized for his work and conferred as the “thought leader” by stars of the industry. Ayyar was awarded the Viewer’s Choice Award at the 10th CNBC Asia Business Leader Awards 2011. He was selected for this prestigious award by CNBC’s viewers in the Asia Pacific region.
Ayyar is focused on transforming Mphasis to be a global company with industry vertical focus. As part of this transformation, Mphasis has effected four strategic acquisitions – AIGSS (AIG’s IT captive in India), Fortify (a company focused on Infrastructure services and platforms), Wyde Corporation (an IP lead software vendor serving the Global Insurance Industry), and most recently Digital Risk (largest independent provider of Risk, Compliance and Transaction Management solutions for US residential mortgages), fully based out of the US. The market viewed this acquisition as innovative and with foresight.

Mr. Ayyar is acknowledged for creating an employee friendly environment. He promotes an open door culture that put great focus on employees and transparent communications. His laser focus on grooming front line managers to be future leaders won him the “India Talent Management” award at the CNBC TV18 India Business Leader Awards in 2011.

A firm believer of contributing to the society, Mr. Ayyar has championed several corporate social responsibility causes especially the employment of people with disabilities at the workplace. Today over 400 people with disabilities have been employed by Mphasis. With his executive sponsorship, the company has won several awards for its inclusion policy.

Mr. Ayyar won the 2010 NDTV Profit Business Leadership Award in the category of Diversity and Inclusion. He received the award from Hon’ble Finance Minister of India Sri Pranab Mukerjee.


Social Impact

For Millenials and others, social impact is core to what they seek in organizations they will work for. Panelists will share their ideas on what it takes for corporate social impact programs to make a real difference.

Dimensions to be addressed include:

  • The committee will discuss the CEO Connection-Wharton Social Impact student consulting program and other initiatives that help mid-market companies incorporate social impact programs into their corporate strategy
  • Combining innovation and scale in your CSI program
  • Integrating social impact into your business strategy
  • Measuring the impact of CSI activities
  • How effective CSI strategies affect your brand
  • How to engage employees in a CSI strategy
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world

Scott Jackson - President & CEO, Global Impact

Scott JacksonScott Jackson is the President and Chief Executive Officer of Global Impact. A global development, fundraising and marketing veteran with more than 20 years of experience, Mr. Jackson provides leadership, direction and oversight for all aspects of the organization, which has raised $1.7 billion since inception to help the world’s most vulnerable people. Previously, Mr. Jackson served as Vice President for External Relations at PATH, as Senior Vice President of World Vision US, and as President of APCO Seattle. He sits on boards and advisory councils of several nonprofits. Mr. Jackson received an MBA from the University of Edinburgh. He also holds a Bachelor’s degree and an honorary Doctorate from the University of Puget Sound.

Jay Coen Gilbert - Co-Founder B Lab / B Corp

B Lab is a nonprofit organization that serves a global movement of people using business as a force for good. Its vision is that one day all companies compete not only to be the best in the world, but the best for the world and as a result society will enjoy a more shared and durable prosperity.

B Lab drives this systemic change by: 1) building a global community of Certified B Corporations who meet the highest standards of verified, overall social and environmental performance, public transparency, and legal accountability; 2) promoting Mission Alignment using innovative corporate structures like the benefit corporation to align the interests of business with those of society and to help high impact businesses be built to last; 4) helping tens of thousands of businesses, investors, and institutions Measure What Matters, by using the B Impact Assessment and B Analytics to manage their impact — and the impact of the businesses with whom they work — with as much rigor as their profits; and 4) inspiring millions to join the movement through compelling story-telling by B the Change Media.

Certified B Corporations meet the most rigorous standards of social and environmental performance and transparency, and legally expand their fiduciary duties to include consideration of stakeholder interests. As of October 2015, there are more than 1,400 Certified B Corporations from over 120 industries and 40 countries; more than 3,000 businesses have registered as benefit corporations in the 30 states that have enacted benefit corporation laws; more than 30,000 businesses measure and manage their impact using B Lab’s B Impact Assessment; and more than 100 investors and fund managers with billions of dollars in assets under management, including UBS, JPMorgan, and Prudential, are using B Lab’s B Analytics data platform and GIIRS Ratings to measure and report on the impact of the companies in whom they invest and with whom they work.

Prior to B Lab, despite having no game, Jay co-founded and sold AND 1, a $250M basketball footwear and apparel company based outside Philadelphia. Jay led AND 1’s product and marketing and was AND 1’s CEO during its period of most rapid growth and decline.

Jay is a Henry Crown Fellow of the Aspen Institute, President of the Board of the Philadelphia chapter of KIPP Philadelphia Schools, a growing cluster of high performing public charter schools, and a former Board member of Investors’ Circle and Social Venture Network, leading national networks of social entrepreneurs and early stage social investors.

Jay grew up in New York City before heading west to Stanford University, graduating with a degree in East Asian Studies in 1989. Prior to AND 1, Jay worked for McKinsey & Co and several organizations in NYC’s public and non-profit sectors.

Between AND 1 and B Lab, Jay enjoyed a sabbatical Down Under and in Monteverde, Costa Rica with his yogini wife Randi and their two children, Dex, 17, and Ria 15. They live in Berwyn, PA.


Katherine Klein - Vice Dean, Wharton Social Impact Initiative; Edward H. Bowman Professor of Management, Wharton School at the University of Pennsylvania


Talent Management

CEOs must be accountable for three core processes: strategy, operations and organization. Panelists will share state of the art talent management trends and tools prompting a full-group discussion of topics including acquiring, developing, encouraging people and planning and transitioning people moves.

Dimensions to be addressed include:

  • The committee will discuss what it is doing to help mid-market companies connect to talent through the CEO Connection Connecting Veterans to Success program
  • Giving workers from old jobs new skills
  • The impact of technology on labor demand
  • Rebuilding trust between employers and the workforce
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world

Daniel Fries - SVP, Managing Director, Sibson Consulting

Dan_Fries

Mr. Fries joined the New York office in 1988 and has held such leadership positions as Vice President, Senior Vice President, Co-Head of the New York office, Chief Operating Officer, Member of the Board, and Member of the Board’s Compensation and Audit Committees. He is currently Managing Director of Sibson Consulting.

Mr. Fries has expertise in a wide range of HR disciplines including leadership and performance management, Board governance, executive and broad-based pay with special expertise in the areas of benefit design.

Mr. Fries serves as the lead consultant to some of our larger sports industry clients including the NFL, NBA, NHL, and MLS, as well as many public and private corporations, including BMW. Mr. Fries was appointed to the first Board of Directors for the Muscular Dystrophy Association (MDA) Venture Philanthropy, a nonprofit group focused on discovering treatments for neuromuscular diseases and working towards the commercialization of those treatments. He has also been a member of the Board of Directors for MDA since 2007 and serves on the Finance, Compensation, Governance, and Investment Committees.

Before joining the Company, Mr. Fries worked as a senior consultant for a major insurance company and large global money management organization where he provided consulting services for pension, defined contribution and deferred compensation arrangements. Prior to this, he worked as a registered investment advisor for a private investment firm specializing in fixed-income investments for pension plans.

Mr. Fries has lectured on human resources, leadership, and governance issues in various business forums. He has been quoted in business publications and has taught classes for the American Management Association and other public associations as part of their credential programs. Mr. Fries has also taught at New York University (NYU) as an adjunct faculty member of their Leadership and Human Capital Management graduate certificate program.

Jim Kitkowski - CEO, Andromeda
Jim Kitkowski
Jim is CEO for Andromeda Simulations where he oversees operations, sales, and quality. He
has an extensive background in engineering; he has worked as Director of Engineering for
Sandoz Agro, a Senior Engineering Associate for BASF, and a Senior Project Director for Myriant Corp.

Jim is passionate about personal quality and learning as shown by his ability to train and develop people both in the workplace and in his past voluntary activities. Jim served in the Boy Scouts in many roles and was known as “Mr K” to the boys. He has also served on the Board of Directors for Duke University’s OLLI (Osher Lifelong Learning Institute).

Jeffrey Kiesel - CEO, Restaurant Technologies, Inc.

Jim Kitkowski

With more than 25 years of senior leadership experience, Jeff Kiesel is both the head and heart of Restaurant Technologies. He led the company to expand into new regional service locations and evolve the Total Oil Management™ portal to meet the ever-changing needs of our foodservice customers. Jeff joined in 2005 as CEO and stands by the set of values we call the 5 C’s – customer, character, commitment, courage and community. These values ensure that we put our customers and our community first – never being afraid to reach out to help, lead by example and always put our best foot forward. As part of this commitment, Jeff drives the Restaurant Technologies Cares program and is Chairman of the RTI Educational Foundation. He also serves on the Nixon Medical Board of Directors and the SALO Advisory Board.

Jeff held previous positions as CEO, president and senior vice president in both large and small companies across multiple industries, including 18 years with GE and GE Capital, and C-level positions with G&K Services and VIZTA3D Inc.

Jeff earned a bachelor’s degree in economics from Williams College, Williamstown, MA and an MBA from the Krannert School of Management, Purdue University. As a former college football player, he is also an Insanity Workout and P90X/P90X2 loyalist, so you can find him crunching and punching most days of the week.

Peter A. Gudmundsson, CEO, RecruitMilitary LLC

Peter Gudmundsson

Peter A. Gudmundsson, 51, is the President & CEO of RecruitMilitary, the leading veteran hiring solutions company in the nation. RecruitMilitary helps organizations excel by leveraging the talent of our nation’s finest people, our veterans. Most of Gudmundsson’s career has been dedicated to leadership in media, education, and intellectual property intensive businesses. A former U.S. Marine field artillery and intelligence officer, Gudmundsson is a graduate of Harvard Business School (MBA) and Brown University (BA).


Presentations

Access to Capital for the Mid-Market

In the words of one of the lead songs from the musical At All Costs, “Cash is the oxygen of commerce.” This presentation discusses different ways mid-market companies can access capital to fuel their growth including:

  • Debt options: corporate loans, loan programs
  • Equity options: private investors, public markets
  • Leverage options: pre-pays, joint ventures

Peter Reiter - Managing Director, RFE Investment Partners

R. Peter Reiter Jr. is a Managing Director of RFE Investment Partners, a private equity firm that is focused on investing in companies in the lower middle-market.

Mr. Reiter has more than 19 years of investment experience in the manufacturing, business service, and healthcare service industries. While at RFE, Mr. Reiter has sourced and led numerous platform acquisitions and is currently a director of Lectrus Corp., PCX Aerostructures, LLC, Squan Construction Services, LLC, Camino Modular Systems Inc., and iMedX Inc.

Prior to joining RFE, Mr. Reiter worked for KPMG Peat Marwick in its assurance practice.

Mr. Reiter is a graduate of Iona College, where he received a bachelor of business administration degree in accounting, and New York University, where he received a master of business administration degree.

Marshall Kiev - Director, Cohen Private Ventures

Marshall Kiev is a Director of Cohen Private Ventures. CPV is the firm that manages the private equity and opportunistic investment activities for Steven A. Cohen. Prior to his position with CPV, Mr. Kiev was Chief of Staff for Mr. Cohen at S.A.C. Capital Advisors, L.P.

Prior to joining S.A.C., Mr. Kiev was President of Alternative Investments at Family Management Corporation, a multi-family office, where he oversaw a portfolio of investments in hedge funds and private equity funds. Previously, Mr. Kiev was a Partner at Main Street Resources, a private equity firm. He began his career at Family Management Corporation where he held a variety of roles over more than a decade.

Mr. Kiev received his master of business administration degree from the Stern School of Business at New York University and his bachelor of arts degree also from New York University. Mr. Kiev is an active member of World Presidents Organization and is a former member of Young Presidents Organization. He and his wife have three children and are involved in a number of charitable organizations.


Best Practices in Risk Management

It’s a scary world out there. Risks are everywhere. This presentation will explore ways to anticipate, prepare for and deal with competitive, regulatory, financial, social and country risks.

Rob Kastenschmidt - National Leader, Risk Advisory Services, RSM

Rob Kastenschmidt is a Partner and National Leader of the risk advisory services (RAS) practice for RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market.

RSM’s RAS practice assists clients in meeting their governance-related challenges, providing internal audit, IT risk, security and privacy, service organization assurance, regulatory compliance and anti-money laundering, and governance, risk and compliance solutions. As national RAS leader, Rob manages the financial and operational aspects of the rapidly growing practice and is responsible for service offering innovation, long-range strategic planning and hiring talented partners and directors who can help drive continued growth. In addition, he serves on RSM’s consulting executive leadership team.

Rob is also one of four members of RSM International’s Global RAS executive leadership team. Representing the Americas, Rob works with his fellow regional leaders to develop and execute RSM’s global RAS growth strategy. The leadership team is also responsible for continually driving global consistency in RSM’s delivery methodologies and tools, and supporting RSM firms across the globe as they continue to expand and develop their RAS practices.

Prior to joining RSM, Rob held various service line, geographic and industry leadership roles with a large international accounting firm, including leading the Midwest power and utilities practice and serving as a member of the national power and utilities leadership team. He also has significant experience in providing M&A advisory services to companies in the power industry.

A native of Wisconsin, Rob is a graduate of the University of Wisconsin-Madison and holds the following credentials: CPA, CMA, CFM, CRMA and CGMA.



Working Toward Strengthening the Family Business Community within CEO Connection

This presentation will feature discussions on:

    • How family ownership can influence corporate strategy
    • The dynamic influence of family, ownership, governance and management in a family controlled corporation
    • Recommended considerations in the transition from founder to siblings to cousin ownership and / or leadership
    • The atypical matters CEOs of family controlled corporations must be able to attend to

Drew Mendoza - Managing Principal, The Family Business Consulting Group

Drew MendozaAs managing principal of The Family Business Consulting Group, Drew specializes in assessing the needs of enterprising families having completed thousands of intake assessments since the firm’s founding in 1994 and hundreds more before that as the founding director of a leading university based research and learning center for family businesses. His assessment skills provide a unique springboard to the success of the firm’s engagements.

In addition to helping families define their challenges, he also listens for clues about their culture and value system to be sure the solutions provided are a proper fit to the culture, values and their family mission and vision. As the company’s chief executive, he oversees strategy as well as the platform which supports the firm’s clients and consultants.

He is co-author of Siblings and the Family Business, has appeared on PBS, CNN, CNBC and National Public Radio’s Marketplace and has been quoted in the Philadelphia Enquirer, New York Newsday, Chicago Tribune and multiple internet media outlets. His work has been published in Family Business Magazine, Family Business Review, Family Business Advisor and Trusts and Estates Magazine. He has lectured and delivered workshops internationally to universities, YPO, trade associations and professional service organizations. Drew also provided expert testimony to the U.S. Senate Finance Committee on the impact of estate and gift taxes on family firms.

Drew is a former member of the Family Firm Institute board of directors and past associate editor of the Family Business Review. He served on the trusts and estates advisory board committee of Trusts and Estates Magazine. Before joining FBCG at its launch in 1994, he was the founding director of the Loyola University Chicago Family Business Center.

Drew resides in Chicago with his wife, Eloise, and their two children.

A graduate cum laude of the State University of New York at Buffalo, he completed graduate studies at the University of Chicago as well as post graduate executive education studies at Harvard University.



Competitive Advantage Through Customer Centricity

How can companies gain a competitive advantage by refocusing on the customer?

Dimensions to be addressed include:

  • Understanding what Customer Centricity is and what it isn’t
  • Building stronger customer relationships
  • Understanding and anticipating their behaviors
  • Applying Customer Centricity to government

Peter Fader - Frances and Pei-Yuan Chia Professor, Professor of Marketing, Co-Academic Director of WCAI, The Wharton School, University of Pennsylvania

Professor Fader’s expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities. He works with firms from a wide range of industries, such as consumer packaged goods, interactive media, financial services, and pharmaceuticals. Managerial applications focus on topics such as customer relationship management, lifetime value of the customer, and sales forecasting for new products. Much of his research highlights the consistent (but often surprising) behavioral patterns that exist across these industries and other seemingly different domains.

Many of these cross-industry experiences have led to the development of the Wharton Customer Analytics Initiative, a new research center that serves as a “matchmaker” between leading-edge academic researchers and top companies that depend on granular, customer-level data for key strategic decisions.

Professor Fader believes that marketing should not be viewed as a “soft” discipline, and he frequently works with different companies and industry associations to improve managerial perspectives in this regard. His work has been published in (and he serves on the editorial boards of) a number of leading journals in marketing, statistics, and the management sciences. He has won many awards for his teaching and research accomplishments.



Disruption or Growth? Customer Engagement is the key to success.

Strong technology forces enable disruption, but also create opportunity for fast and enduring growth. Incumbent leaders of almost any industry are able to capture new growth by integrating Digital elements into their strategy and culture. But how is this done? Appropriate activation of digital technology and business models will have to reflect the specific strategic situation. Focused Growth Partners has created a proven methodology called Evident Based Growth, to help company leadership discover real opportunity and deliver.

Roland D.J. Dietz - Chairman/ Founder, Focused Growth Partners, Inc.

Roland Dietz is Chairman of Focused Growth Partners, Inc., a global consultancy with offices in the USA, Europe and Latin America. He is also a non-executive director for CABI, a UK based multinational, focused on agricultural, biological and environmental research and development, with operations in 10 centers around the world.

Roland is a successful CEO and driver of high growth in both large-scale public, and privately owned companies. His expertise is specifically in fast-track profitable growth, and shareholder value creation, taking advantage of digital business accelerators, global expansion and M/A. He has successfully built operations in major markets: Europe, USA, Asia- Pacific and Latin America.

His team gets called in by board’s and CEO’s to help make sense of Digital Business opportunities, such as deeper customer engagement, business model re-engineering, innovation programs driving aggressive use of digital technologies and understanding how to start and manage a transformative program.

Focused Growth Partners, his consultancy company, is made up of top quality CEO’s and board leaders who have designed and led digital transformation, and accelerated growth in companies like Reed-Elsevier and Philips Electronic Industries. FGP uses a tried and tested methodology called Evidence Based Growth. It harnesses the (technology enabled) elements that a startup would use to disrupt your company, and leverages these in new growth strategy that takes advantage of your strengths.

At Elsevier (NYSE: RELX), the world’s largest science publisher, he was brought in to lead the transformation from print to digital media. He built a $750m information licensing business, growing the combined print and digital business with a CAGR of 7% (double market growth). He negotiated ground-breaking deals with national governments (Japan, China, Mexico. Brasil, NL, UK) and built an industry leading customer centric sales and marketing organization.

At CABI Roland serves as chair of the remuneration committee, member of the audit committee, and focal director for strategy involving innovation, commercialization, publishing and technology areas. Previous board roles include: Chairman Adonis B.V., Chairman ScienceServer LLC, Director Ticer BV.

Roland and his partners have built numerous private equity platforms, operated PE firms and executed rapid growth strategies leveraging technology and globalization.


Investor Relations 101 for Mid-Market Public Issuers and Closely Held Privates

Investors are some of your most important stakeholders. Discuss how to evolve your communication as your organization grows by sharpening your investor message and key communication points, your investor media choices and the different elements of your investor media plans.

John Heilshorn - Partner, LHA Investor Relations



High Performance Leadership: The Science & Social Secrets of Confidence

Competence isn’t enough to lead and achieve. As a business colleague, a leader, parent, relative or friend, your confidence impacts everything you think and do – and when confidence is compromised, it’s impossible to be focused or resilient. This session leverages the research from American Confidence Institute together with neuroscience-based tools and techniques used by high performance athletes, military and C-suite execs. Learn how to instantly assess and improve your own confidence – and help other people improve theirs.

Dimensions to be addressed include:

  • Understand the causes and interpersonal effects of low, fake and core confidence.
  • Get high performance tools to immediately calibrate and improve confidence.
  • Learn the 8 Key Confidence Indicators that control confidence.
  • Learn how high performance people maintain mental resilience to reduce stress.
  • Increase personal presence to elevate leadership.
Alyssa Dver - Co-founder, American Confidence Institute

Alyssa DverConfidence crusader & professional communicator, Alyssa delivers both “a ha” and “ha ha” experiences that immediately transform people’s brains and behaviors with profound, pervasive benefit.

In her latest of 6 books, “Kickass Confidence: Own Your Brain. Up Your Game.”, Alyssa shares neuroscience-based methods used by successful athletes, military and C-suite execs so that now anyone condition their confidence to achieve greater personal success.

As co-founder of the American Confidence Institute , Alyssa collaborates with experts around the world and has been featured in BusinessWeek, Forbes, Entrepreneur, CNN Money, CNBC, Fitness Magazine, The Boston Globe, NPR and dozens of online shows, webinars and blogs. Alyssa is also the host of the popular monthly cable TV show, “Kick Up Confidence.”

Her business experience includes serving as Chief Marketing Officer (CMO) for several tech companies and CEO of the global consulting firm, Mint Green Marketing. For many years, Alyssa has served as a finalist judge for the International Stevie’s Marketing & Best Employer Awards as well as the pitch and marketing coach for the top French entrepreneurs. She is also the Director of CEO Connection’s Angel Investment Network and a frequent guest lecturer at Boston-area business schools. A lifelong learner, Alyssa is a Wharton graduate and an AIPMM certified product manager and marketer.

While she is a native New Yorker, Alyssa lived in the South of France, Cincinnati and Philadelphia but is now a very proud Bostonian. She keeps her own confidence on track with help from her inspiring, 5th grade teacher husband, 2 very tall teenage sons, and one incredibly cute, but quirky, rescue pooch.



Successfully Combining Teams in a Merger, Joint Venture or Acquisition

Mergers, acquisitions and partnerships flowing from a sound strategy have strong potential to increase your company’s competitiveness.

However, 83% of mergers & acquisitions don’t boost returns, stemming from an inability to effectively integrate assets and teams.

A structured and supported approach to onboarding and combining teams can dramatically increase your odds for success.

Learn about:

  • The most common landmines integrating acquisitions
  • A proven framework for successful integration, that helps you align teams, stay on track and deliver results
  • Actions you can take to accelerate success in your next (or current) team merger

The successful framework for team onboarding leverages learnings from hundreds of executive and team onboarding experiences over the last 2 decades.

John A. Lawler - CEO, PrimeGenesis, LLC

John LawlerJohn Lawler is Managing Partner of PrimeGenesis, the world’s leading authority and provider of Executive Onboarding, Team Onboarding and Acceleration & Restart services. The firm helps leaders and teams accelerate their success through critical transitions – leaders in new roles, integrating 2+ teams, and strategic re-starts. PrimeGenesis has 12 partners world-wide who focus on developing and implementing 100-day action plans that help leaders and teams get a head start, manage their message, align teams around a shared purpose, and build processes to drive results, accountability and sustained success.

Whereas 40% of executives fail within 18 months (Heidrick), PrimeGenesis has brought that rate to under 5% for its clients. The firm’s largest 10 onboarding clients have used PrimeGenesis over 140 times. Repeat clients include medium-large sized enterprises and middle market private equity firms where transitions are characterized by a greater degree of complexity, higher stakes and need for speed.

John’s experience includes CEO of 3 private equity backed businesses, Group President roles at both LexisNexis and Scantron, senior positions leading global growth initiatives at Dun & Bradstreet, and as a director on several middle market boards. John is an experienced executive coach, and co-author of The New Leader’s 100-day Action Plan (Wiley, 4th edition). B.A., Williams College. MBA, University of Virginia. He can be reached at jlawler@primegenesis.com.

PrimeGenesis Partners have authored:

  • several books on Onboarding

    The New Leader’s 100-Day Action Plan (4 editions)
    First-Time Leader
    Onboarding
    The Total Onboarding Program

  • hundreds of articles, blogs and papers on the leadership & onboarding
  • a library of tools and processes to be adapted to clients’ needs

Information on these books and other material is available at www.primegenesis.com.



Public Private Partnerships

In a competitive world, mid-market companies are generally better off when they do not try to go it alone. Often they look right past some of the better partnerships with some of the deepest pockets: local, state and national governments. This session will explore the world of public private partnerships with an emphasis on how mid-market companies can make the most of them.

Dimensions to be addressed include:

  • Leveraging programs available from the federal government through the CEO Connection Minority Business Development Agency (MBDA) partnership
  • Developing mutually beneficial programs with state, local, national and international governments
  • One of the outputs of this session will be a report out of ideas to create pragmatic solutions and a shared vision to present to the world

Van Freeman - Senior Advisor to the National Director, U.S. Department of Commerce, Minority Business Development Agency

Van FreemanIn 2013, President Obama appointed Van Freeman to serve as a Deputy Director in the Office of the Secretary at U.S. Department of Commerce, before transitioning in to his new role with the Minority Business Development Agency (MBDA). Currently, he serves as the Senior Advisor to the National Director at MBDA, where he assists senior management with Agency operation; handle issues regarding access to capital, access to markets, and innovation through the 44 business centers across the country; along with managing strategic partnerships and spearheading Congressional and local outreach.

Van started his career as a Manufacturing Engineer for General Motors (GM) in Spring Hill, TN, eventually being promoted to Production Supervisor at GM’s parts distribution center in Pontiac, MI. Pushing himself in another direction, Van left GM to join UBS Investment Bank in London, UK, as a Business Analyst in the Office of the Global General Counsel. He subsequently joined the President Obama’s Campaign in Cleveland, OH, for the 2008 and 2012 election cycles.

Van holds a Bachelor’s of Science in Mathematics from Morehouse College in Atlanta, GA, and Juris Doctorate from Southern University Law Center in Baton Rouge, LA. He currently resides in Washington, DC.

Harold T. Epps - Director of Commerce, City of Philadelphia

Harold EppsHarold T. Epps is the Director of Commerce at the City of Philadelphia and is a business leader with over 30 years of corporate experience in providing high performance products and solutions for complex and compliance driven industries. As Director of Commerce, Harold oversees and implements policies to help both small businesses and major corporations in Philadelphia thrive. Commerce coordinates activities along neighborhood commercial corridors with small businesses and entrepreneurs, major real estate development projects, large-scale business attraction and retention efforts, as well as efforts to increase minority-owned business contracting opportunities.

In his current role, Harold serves on the Board of Directors of the Philadelphia Redevelopment Authority, PIDC, Select Greater Philadelphia, and the Philadelphia International Airport Advisory Board, among others.

Formerly, Harold was the Vice-Chairman of the Board of PRWT Services and served as PRWT’s President and CEO from 2007 – 2014. PRWT Services is one of America’s largest minority-owned firms and a $100M provider of high-performance business solutions, facilities management and infrastructure support services. Prior executive roles include Quadrant, Menasha Corporation and Polaroid, where Harold led subsidiaries and divisions with annual revenues up to $175M and 2,000 employees. Throughout his career, Harold built a solid reputation for positioning organizations for sustained growth, successfully managing change and restructuring, improving efficiency, spurring innovation and maintaining a focus and discipline of continuous process and performance improvement.

Epps’ personal commitment to workforce development and business opportunity diversity and inclusion efforts continue to drive his civic and board activities. Harold is currently a member of the North Carolina Central University Board of Trustees, and Co-Chairman of the Comcast National African-American Advisory Council. Formerly, Harold served as the Chairman of the African-American Museum of Philadelphia, and was an executive committee member of the Greater Philadelphia Chamber of Commerce and The Urban League of Philadelphia.

Harold has held the following executive leadership roles:

PRWT Services, Inc.
• Vice Chairman and Business Development Officer
• President and CEO, $100M in annual revenue and over 1,200 employees

Quadrant – Engineering Plastics, Products
• Vice President, Supply Chain, $600M annual spending, overseeing eight manufacturing and distribution facilities

Menasha Corporation, Poly-Hi Solidur
• President, North America, Full P & L, $125M budget and 450 employees
• Vice President and General Manager, North America, $100M budget

AWARDS
• Pioneer Award 2013 – National Urban League
• Business Leader Award 2013 – Urban League of Philadelphia
• Most Influential Award 2011 – Philadelphia Tribune
• Father of the Year Award 2012 – American Diabetes Association/Greater Philadelphia Father’s Day Council
• Alumni of the Year 2010 – North Carolina Central University
• Philadelphia’s Most Influential 2009 – Philadelphia Magazine
• Minority Business Leader Award 2010 – Philadelphia Business Journal

EDUCATION
Western New England College, Master of Business Administration
North Carolina Central University, Bachelor of Science


Tax Policy Updates

Explore the implication of current tax policy changes on how you should manage your corporate balance sheets, P&L statements and cash flows domestically and across borders.

Dave Kautter - Partner in Charge, Washington National Tax, RSM US LLP

Dave Kautter

Dave Kautter leads RSM’s Washington National Tax practice. Prior to joining RSM, Dave was the Managing Director and inaugural leader of the Kogod Tax Center at American University. The Kogod Tax Center is an independent, non-partisan tax research institute that develops solutions to critical tax issues facing entrepreneurs, small businesses and middle-income taxpayers. In addition he served as Executive in Residence in the Department of Accounting and Taxation at the Kogod School of Business.

Before leading the Kogod Center, Dave was with Ernst & Young for over 30 years. During that time, he served as the Director of National Tax for over 13 years and was that firm’s lead specialist in the taxation of compensation and benefits. Dave has focused on all tax aspects of qualified plans, stock options and executive employment contracts, including Golden Parachute arrangements. He has advised a wide range of clients, from Fortune 100 companies to small start-up businesses, on the structure and taxation of compensation arrangements and other tax matters. He has also assisted clients with monitoring, interpreting and participating in the federal legislative and regulatory process.

Dave also served as Tax Legislative Counsel for former U.S. Senator John C. Danforth. He advised Senator Danforth, a member of the Senate Finance Committee, on matters affecting taxation, securities law, and banking regulation and drafted the original version of the research and development tax credit.

Government policy-makers have sought Dave’s advice about the impact of proposed legislation and regulations in a wide range of areas. He has testified before both U.S. House and Senate legislative committees. Most recently, he testified before the House Ways & Means Oversight Committee on the tax provisions of the Affordable Care Act and the House Small Business Committee on the biggest tax problems facing small businesses.

Dave has published more than 50 articles on various areas of federal taxation and is frequently quoted in the national financial press including Bloomberg, the Wall Street Journal, and Forbes, the national press including US News and World Report, the Washington Post, National Journal and major media outlets including MSNBC, BBC, Today Show, Fox News and CSPAN.


Workshops

Board Management: CEO’s Responsibilities in Managing the Board

While the lead director is accountable for the running of the board, it falls to the CEO to be responsible for much of how the board actually gets its work done. This workshop is designed to help CEOs do that more effectively whether they are public, private, community or not-for-profit and will explore:

  • Clarifying the difference between approval, accountability and advice
  • Clarifying board, lead director and CEO’s roles with regard to governance, strategy, operations and organization
  • Best practices in managing board’s strategic, organizational and operational processes

Paul Berkowitz - Shareholder, Greenberg Traurig

Paul Berkowitz

Paul Berkowitz is a Shareholder based in the Miami office of Greenberg Traurig, LLP, an international, full-service law firm with more than 1750 attorneys serving clients from 35 offices in the United States, Latin America, Europe, the Middle East and Asia. More than 35 years of experience in working with businesses, both domestically and internationally in a wide range of industries including serving as a senior executive with a NYSE listed company, gives Paul a unique outlook when advising clients facing the challenges of today’s economy. Paul’s background combines cross-border representation of clients in acquisition, disposition, debt, and equity financing transactions, including acting as an advisor to multi-national enterprises in rule 144A, initial public and high yield debt offerings.

His varied transactional experience includes serving as lead securities counsel in a high yield debt offering for a Mexican provider of fixed satellite services through a U.S. Chapter 11 bankruptcy proceeding, lead counsel in the United States public offering of the first company organized under the laws of the Federal Republic of Germany to be listed on the Nasdaq, representing a vitamin and consumer health products company in a $1.6 billion tender offer, and acting as company counsel for both seasoned and early stage issuers in both public and private financings.

  • Finalist, Daily Business Review, “Top Dealmaker of the Year – Corporate (International) Category,” 2012.
  • Member, team ranked as a top corporate law firm in Miami as selected by corporate directors, in the annual “Legal Industry Research Study” by Corporate Board Member magazine and FTI Consulting Inc. (10th year), 2002-2009, 2011-2012.
  • Paul received his undergraduate degree from the Wharton School and his law degree from the University of Pennsylvania School of Law.
  • Listed, The Best Lawyers in America, 2007Listed, Chambers USA Guide, 2006 and 2007
  • Listed, South Florida Business Journal, “Best of the Bar,” April 2003
  • Rated, AV® Preeminent™ 5.0 out of 5



Organizational Alignment

Explore best practices in getting larger organizations aligned around common approaches to strategy, operations and organizational improvements.

Mark Follows - President, Carpedia International Corp.

Mark FollowsMark is President of Carpedia International and oversees all functions related to the growth and service delivery of the firm. He is instrumental in developing and refining many of the components of the fundamental Carpedia methodology.Mark has over 25 years of operational consulting experience for leading companies and organizations in many industries all over the world. His areas of expertise include demand planning, marketing and sales, supply chain optimization, change management, and implementation.Mark has his Bachelor’s degree from Harvard University. He is active in the local community and is a highly regarded coach of competitive youth lacrosse.

    Areas of Expertise:

  • Business Planning
  • Supply Chain Management
  • Operational Effectiveness

Jacques Gauthier - Director, Carpedia International Corp.

Jack GuathierA genuine people person, Jacques serves as a Director for Carpedia. He excels in helping teams reach their greatest potential and guiding companies to surpass their financial expectations. After a brief departure, Jacques has ‘returned home’ in 2010 and hasn’t looked back since. Prior to returning to Carpedia, Jacques was with a multi-national BPO Services Firm responsible for operations, overseeing 15 sites across two continents. His clients were in the Americas, Europe, and Asia. He has also directed the integration of two acquisitions and the standardization of their management operating systems. Jacques is a past President and board member of the Niagara Distress Center (crisis intervention organization) as well as a past board member of CAIFA (Canadian Association of Insurance and Financial Advisors). Jacques is a sports guy. He enjoys hockey, baseball, volleyball, skiing and is an avid outdoorsman. He adores spending time with his wife and two young sons and coaching his kids’ athletic teams.

    Areas of Expertise:

  • People Development
  • Sales and Marketing
  • Operational Delivery



Personal Branding: Managing Your Own Brand

A BRAVE approach to personal branding (Behaviors, Relationships, Attitude, Values, Environment)

  • Context and purpose
  • Strategy
  • Messaging and implementation including media choices

Evan McGowan-Watson - Co-Founder, BrandYourself

Evan McGowan-WatsonEvan McGowan-Watson is a co-founder at BrandYourself.com, the first DIY platform that makes it simple for anyone to take control of their own search results.

Evan is recognized as a leading expert in online reputation management, personal branding and Search Engine Optimization. In 2011, his company was named New York’s # 1 Emerging Technology Business, making his team the youngest company ever to win the $200K prize. He was recognized by the White House as one of the Empact 100 Top founders under 30, named Young Entrepreneur of the year by the SBA, and most recently, named to Inc Magazine’s top 35 under 35.

Evan has led BrandYourself to secure over $5 million in venture capital and grow to over 80 full time employees. BrandYourself has been featured on Fox News, ABC News, CBS News, HuffingtonPost, FastCompany, Mashable, TechCrunch, New York Post, WSJ, the NYTimes, PandoDaily, US News & World, and many others.


Strategic Planning for Mid-Market Companies Battling Giants

By definition, mid-market companies run the risk of getting caught in the middle. This workshop will explore best practices in tackling industry giants and will explore:

  • When to converge and when to diverge
  • Convergence tactics
  • Divergent tactics


David Sneed - Executive Vice President & Chief Operating Officer, Delta Private Jets

David SneedAs the Executive Vice President and Chief Operating Officer at Delta Private Jets, David oversees all operations, financial performance, procedures, goals, staffing, and corporate policies for the wholly owned subsidiary of Delta Air Lines, Inc. He has held the highest position at Delta Private Jets since early 2015. His expertise in corporate strategy and business development has been driving new ways to provide customers with unique programs focused on seamless, on-demand travel solutions. As a current Captain on the Boeing 767, David brings a unique perspective from behind the pilot’s seat and the executive desk.

An experienced commercial airline pilot, David began his career at Delta Air Lines in 2001 as a pilot on the Boeing 737 aircraft and was later promoted to the training department as an instructor and evaluator on the Boeing 757 and 767 fleets. David served as General Manager of Corporate Strategy and Business Development at Delta Air Lines where his responsibilities included the corporate planning process and material creation for the corporate flight plan, commercial plan and Board of Director meetings. Prior to joining Delta, David held various pilot and management positions with several other commercial airlines. He holds a Master of Business Administration from Georgia Institute of Technology and a Bachelor of Science in Aeronautical Science from Middle Tennessee State University.

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